Unlock the Secrets of Financial Success with Quicken! (A How-to Guide) скачать в хорошем качестве

Unlock the Secrets of Financial Success with Quicken! (A How-to Guide)

Tired of wasting hours with messy, overwhelming Quicken setups? Get unstuck: https://joedisanto.com/yt-qmc There just isn’t any way around it. No matter how you earn, invest, slice, dice and spend your money, one financial fundamental will hold true: you must track your finances to achieve and maintain financial success. It’s the plain and simple truth. Quicken is the best way to do this, in my opinion. It has the most features you can grow into as your financial picture gets more complicated. I've been using it for 20 years. I use Quicken to manage all my bank accounts, credit cards, brokerage accounts, business accounts, customer invoicing, vendor payables, and real estate investments. I have it all in one place, so I think it's the best option. Like all financial tracking software, quicken connects to nearly all banks to directly download transactions. It also memorizes how you categorize things and gets much "quicker" to use the more you use it. I'm also tracking my crypto, but admittedly, that is a bit more of a manual endeavor. Quicken does not yet connect with Coinbase, Gemini, or any wallets or platforms (yet). So I have to manually enter my Crytpo transactions using a brokerage account. But it works really well. And I'm sure they are working on a direct download situation. I actually offer free and paid courses, all about personal finances and mapping your way to financial freedom (of which personal bookkeeping plays a big part). You can learn more about those on the links below. In the paid course, I include setup template files for Quicken so that you can avoid having to set up all the categories (in a good way). My category setup directly correlates to the budgets I provide in the course. ---------------- I offer one-on-one and group help with Quicken over video chat. You can book sessions here: https://joedisanto.com/book-a-call-pa... ---------------- Check out this video about how my template files can save you A LOT of time!    • Quicken Tutorial: Use My Categories Templa...   BUY MY QUICKEN TEMPLATES HERE: https://joedisanto.com/product/quicke... (PC and Mac Versions Included) ---------------- Joe DiSanto offers Fractional CFO services for businesses and high-income individuals who are ready to make smarter financial decisions, be more optimal, and improve their business. The Joe DiSanto blog also serves as an invaluable resource to help individuals and business owners increase their net worth and plan better for their future. We also offer courses to help you master your finances and navigate your way to financial freedom. You can learn more about them here. https://joedisanto.com/ ------------------------ #finance #financemanagement ##financemanagementsoftware #financemanagementsystem #personalfinance #smallbusiness #business #debtfree #debtfreejourney #personalfinanceblog #moneymanagement #financeindependence #entrepreneur #financialfreedom #investing #investment #realestate #sucess #wealth #financialliteracy #realtor #tradelines #credittips #dept #smartspendinghabits #smartspending #clearancefinds #smarmoney #smartspending #consciousspending ------------------------ DISCLAIMER: This video and description may contain affiliate links, meaning I'll receive a commission if you click on one of the product links. This helps support the channel and allows me to continue to make videos like this. I will never support or push a product I don't believe in. Thank you for the support! Joe DiSanto is not a licensed CPA or Attorney. The content on JoeDiSanto.com is for informational and educational purposes only and should not be construed as professional financial, tax or legal advice. Should you need such advice, consult a licensed attorney, tax, or financial advisor.